RIA Intel›Advisers›South Dakota›PRIORITY INVESTMENT SERVICES, LLC

PRIORITY INVESTMENT SERVICES, LLC

Advisory

FREEMAN, SD

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$437K

across 45 accounts

AUM per adviser

$20M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$20M

Discretionary %

30.6%

Clients

45

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$20M

Discretionary AUM$6M

Non-Discretionary AUM$14M

Discretionary %30.6%

Total Clients45

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

45 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SD

Closest by assets under management. All figures from Form ADV.

CONSULTATIVE SERVICES, INC. DBA MYRNA MITCHELL, MBA, CFP

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OPTIMUM WEALTH MANAGEMENT, LLC

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INTELLIGENT INVESTMENTS LLC

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$17M

BIRCH INVESTMENT MANAGEMENT, L.L.C.

BROOKINGS, SD

$23M

ADRIONIC TECHNOLOGIES, LLC

$15M

PARVIN FUND MANAGEMENT, LLC

SIOUX FALLS, SD

$10M

+23.3% 1Y

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